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Name Holding Trade Value Shares
Change
Change in
Stake
AG
901
AlTi Global
New York
$702K -$266K -365 -26%
MSS
902
Mitchell Sinkler & Starr
Pennsylvania
$702K +$66.2K +91 +9%
OGC
903
Oak Grove Capital
New Hampshire
$696K +$327K +450 +75%
BF
904
Brucke Financial
Indiana
$695K +$32K +44 +4%
IVP
905
Intrinsic Value Partners
Arizona
$693K
AWA
906
Arkadios Wealth Advisors
Georgia
$690K +$90.2K +124 +14%
CAL
907
Capital Analysts LLC
Pennsylvania
$688K -$15.3K -21 -2%
VF
908
Vest Financial
Virginia
$688K +$220K +303 +41%
WH
909
Willner & Heller
California
$688K +$162K +223 +27%
PIA
910
Perennial Investment Advisors
California
$686K +$117K +161 +18%
HCA
911
Harbour Capital Advisors
Virginia
$684K +$104K +143 +15%
LMIM
912
Lockheed Martin Investment Management
Maryland
$683K -$36.4K -50 -5%
HT
913
Heritage Trust
Oklahoma
$681K
TIM
914
Tevis Investment Management
Texas
$676K
MA
915
MBA Advisors
Pennsylvania
$673K +$147K +202 +25%
AFC
916
AFT Forsyth & Company
Florida
$671K
EIP
917
Easterly Investment Partners
Massachusetts
$669K +$4.37K +6 +0.6%
CI
918
Clal Insurance
Israel
$669K +$5.09K +7 +0.7%
HFO
919
Heritage Family Offices
Arizona
$668K -$5.09K -7 -0.7%
CP
920
Cumberland Partners
Ontario, Canada
$663K -$182K -250 -20%
LCM
921
Lattice Capital Management
Washington
$663K
BCM
922
BlueCrest Capital Management
Jersey
$660K +$725K +996 New
BWP
923
BSW Wealth Partners
Colorado
$660K +$95.3K +131 +15%
IAS
924
IMA Advisory Services
Colorado
$659K +$724K +995 New
MWM
925
Meridian Wealth Management
Kentucky
$656K +$124K +170 +21%